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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,818 | $90,486-23.9% | $78,676-12.5% | $273,972-74.9% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 9.79% | 75.62%-65.8pp | 62.19%-52.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,780 | $3,175-43.9% | $2,850-37.5% | $4,869-63.4% |
| Participant deferral / active EE | $4,443 | $3,901+13.9% | $3,517+26.3% | $5,287-16.0% |
| Admin fee / account holder | $2,449 | $5,263-53.5% | $4,510-45.7% | $10,133-75.8% |